An SDR has created an email template that they like and want to continue using. However, they’ve realized that when sending this email to leads who are interested in a specific product, they’d like to make a slight variation to it. As the sales operations specialist working with this SDR, what do you recommend that they do to create this variation of the successful email template in the most efficient way possible?

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Which of the following statements is true regarding using Salesforce to send email?

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Which of the following statements is true about using Salesforce to send email? Select all that apply.

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True or False? Email can only be sent to one individual at a time with Salesforce.

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True or False? If a sales development representative wants to use an email template to send a message to ten leads, inserting merge fields to add the recipient’s own name and company name is a good way to add a touch of personalization to the email.

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Why might a sales development representative want to insert a merge field into an email that they are sending to a group of leads?

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A sales development representative has asked you, the sales operations specialist, for help with emailing leads through Salesforce. She has an email template that she’d like to use to send the same message to a group of ten leads, but she doesn’t want the message to sound too generic. What feature would you recommend that she incorporate into the email in order to personalize the messages for each recipient?

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As a sales operations specialist, you’ve recently helped one of the SDRs on the sales team craft a really effective introductory email that can be sent to leads who have expressed an interest in the company’s latest product. How would you save this email in Salesforce so that it could be used by all of the SDRs?

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One of the SDRs in your company has asked you, the sales ops specialist, to review an email template that he has created. It looks really great, and you have a hunch he’s going to see a lot of success when he sends this message to interested leads! You ask if he’d be willing to share this template with the rest of the team. What is the best way for the SDR to share this template?

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True or False? If I want my teammates to be able to use the email template that I have just created within Salesforce, I should save it as a private template.

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True or False? To make a slightly different version of an existing email template within Salesforce, the most efficient way to do this would be to write a new email from scratch and save it as a new email template.

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An SDR has created an email template that they like and want to continue using. However, they’ve realized that when sending this email to leads who are interested in a specific product, they’d like to make a slight variation to it. As the sales operations specialist working with this SDR, what do you recommend that they do to create this variation of the successful email template in the most efficient way possible?

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Which of the following are tools and features within Salesforce that can be used to help boost sales productivity? Select all that apply.

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True or False? Each of the following are tools or features within Salesforce that can be used by sales teams to help boost sales productivity: shared Activities that allow multiple contacts to be associated with a single event or task, shared public calendars that allow team members to stay in the loop regarding team-based events and deadlines, and sending email from external services through Salesforce.

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True or False? In Salesforce, when a lead is converted to a prospect, the lead is turned into a contact, an account, and a sale.

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True or False? In Salesforce, when a lead is converted to a prospect, the lead is turned into a contact, an account, and an opportunity.

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In Salesforce, when a lead is converted, which of the following objects are created? Select all that apply.

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True or False? In Salesforce, the account object represents the companies or organizations that an account executive is doing business with.

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Which of the following statements about accounts in Salesforce is true? Select all that apply.

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In Salesforce, which standard object represents the companies or organizations that an account executive is doing business with?

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After a few conversations with a particular lead, the sales development representative decides that this lead is not likely to make a purchase. Since this lead is not going to be qualified as a prospect, what will the SDR do with this lead record in Salesforce?

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True or False? When an SDR qualifies a lead as a prospect and is ready to pass the prospect to an account executive, the SDR should change the Lead Status to “Closed – Converted” on the lead record in Salesforce.

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After a few conversations with a particular lead, the sales development representative decides that this lead is likely to make a purchase. The SDR qualifies the lead as a prospect and hands it over to the account executive to manage the rest of the sales process. In Salesforce, what will the SDR do with this lead record?

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An account executive has started working with a newly converted account, and she realizes that there are multiple people at this business who will need to be involved in the decision making process before a purchase will be made. As a sales operations specialist, how would you recommend that she keeps track of all of these individuals in Salesforce?

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True or False? Converting a lead in Salesforce ensures that a single contact, account, and opportunity are created. If an account has multiple contacts or opportunities, new leads will need to be created in Salesforce to reflect this.

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An account executive has started working with a newly converted account, and she realizes that there are actually two different possible sales opportunities here. As a sales operations specialist, how would you recommend that she keeps track of each of these opportunities in Salesforce?

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True or False? Leads are not supposed to be leads forever.

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True or False? The process of converting a lead is fairly rigid, and the timing of when this conversion takes place will be the same among all companies.

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True or False? In many companies, it’s appropriate for a lead to remain a lead forever.

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